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CIK: 0000920655
Total reported value
$388.3M
$388.3M
84 檔
62.0%
During the Q3 2025 filing period, Valley Forge Investment Consultants Inc Adv (CIK: 0000920655) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $388.3M across 84 reported positions.
In Q3 2025, Valley Forge Investment Consultants Inc Adv displayed an active expansion posture, initiating 11 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.10% | +0.61% | +5.25% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.91% | -0.44% | +8.86% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.83% | — | -8.04% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.49% | +0.06% | +7.93% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.03% | +0.34% | +4.28% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.47% | +0.02% | +2.88% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.46% | -0.02% | -1.47% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.17% | — | +8.06% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.65% | +0.39% | +0.19% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.60% | +0.08% | -1.01% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.36% | — | -16.49% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.10% | -0.12% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.05% | -0.17% | -4.39% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | +0.03% | +9.97% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.74% | -0.07% | +2.30% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.72% | -0.02% | +10.09% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.09% | +7.60% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.03% | -0.98% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.01% | +66.22% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.55% | -0.04% | -13.37% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +0.31% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | -0.01% | -18.66% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.46% | -0.01% | +0.14% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | -0.01% | +3.72% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | -0.03% | +21.07% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.02% | -0.31% | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.41% | -0.05% | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.03% | +33.79% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | — | +0.28% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | — | +0.01% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.02% | -11.01% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | — | -11.99% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.26% | — | -10.95% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.26% | +0.01% | +14.06% | |
| 35 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.24% | -0.03% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.01% | -54.67% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | — | +1.10% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.01% | -38.58% | |
| 39 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.21% | -0.07% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.01% | -12.86% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.20% | -0.02% | -0.60% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.01% | -29.50% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.18% | — | -20.69% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | +3.14% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.17% | -0.01% | — | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.17% | -0.02% | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.16% | -0.01% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.01% | -25.08% | |
| 50 | TBBK | Bancorp Inc/the | Stock-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Valley Forge Investment Consultants Inc Adv reported a total U.S. public equity portfolio value of $388.3M across 84 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SCHX) accounted for 62.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSM
市值: $619.8K
Top Position Liquidated / Trimmed
IJJ
前期市值: $661.3K
During Q3 2025, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (37.1%)、IEFA (13.9%)、SCHX (6.8%). The largest single position, IVV, represented 37.1% of total portfolio value.
In Q3 2025, Valley Forge Investment Consultants Inc Adv made 48 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 11 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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